ebertCPAChartered Professional Accountant

Our services

Accounting, Tax & Advisory Services

Ebert CPA provides accounting, tax compliance and business advisory services for small and medium-sized businesses and their owners. Based in Edmonton, we work with clients across Alberta.

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Accounting & BookkeepingTax Compliance & PayrollBusiness Advisory & Training

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Overview

Accounting, tax and advice that work from the same records.

We organise our work into three service areas. Most clients combine them: monthly accounting and reporting, the tax and payroll filings that follow from it, and advice that uses the results to plan ahead.

Owners: Small and medium-sized businesses and their owners.
Alberta: Based in Edmonton, serving businesses across the province.
Flexible: Ongoing, seasonal or project-based support.
Agreed: Services and fees are set before work begins.

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Service areas

Our Three Service Areas

01 / 03Accounting & Reporting

Accounting & Reporting

Monthly financial statements, bookkeeping and financial reporting to keep your records current and help you understand business performance. We can work with your existing bookkeeper or include bookkeeping in your accounting engagement.

Monthly financial statements
Bookkeeping
Cash flow and budget reporting
Expense and profitability analysis

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02 / 03Tax Compliance & Payroll

Tax Compliance & Payroll

Corporate year-end and T2 returns, GST, payroll and personal income tax, including how owners pay themselves through salary and dividends. We handle these filings alongside your business accounting.

Corporate tax (T2) & year-end
GST return preparation & filing
Payroll & T4/T5 slips
Personal tax & owner pay

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03 / 03Business Advisory & Support

Business Advisory & Training

Financial leadership, budgeting, project costing, pricing and estimating support. We also provide financial training for owners and staff, plus seasonal, project-based and contract accounting support.

Financial leadership & consultation
Project costing, pricing & estimating
Budgeting & financing advice
Financial training for owners & staff
Seasonal, project & contract support

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How the services connect

From Your Records to Better Decisions

Each service builds on the one before it. Current records support accurate statements, filings and advice.

1
Records Kept Current
Bookkeeping keeps your transactions recorded and your accounts up to date, whether we handle it or work alongside your existing bookkeeper.
2
Statements Prepared and Reviewed
Each month we prepare and review your balance sheet and income statement, explain the results and identify areas that need attention.
3
Filings and Payroll Handled
Corporate and personal tax returns, GST and payroll are prepared from the same records, so compliance work stays consistent with your accounts.
4
Advice for Decisions
With current figures in hand, we help with budgets, job costing, pricing and financing decisions, and train owners and staff to use the numbers.

Ways to work with us

Ongoing, Seasonal or Project Support

Scope and fees are agreed before work begins. Services can be arranged on an ongoing, seasonal or project basis.

Ongoing

Monthly accounting, reporting and compliance work on a regular schedule, with a financial review each month.

Seasonal

Additional accounting support during busy periods of the year, arranged around your business cycle.

Project and Contract

Support for a defined project, temporary cover during staff changes, or contract accounting for larger organisations, including cost-versus-budget reviews on major projects.

Working together

Frequently Asked Questions

Answers to common questions about our services.

ServicesWhat accounting services do you offer?

We provide monthly financial reporting, bookkeeping, corporate year-end and T2 returns, GST filing, payroll, personal income tax returns and dividend income reporting. Our advisory services include budgeting, financial leadership, project costing, pricing, estimating and financial training.

ServicesDo you handle GST filing and tax compliance?

Yes. Our services include GST return preparation and filing, corporate tax returns (T2), personal income tax returns and dividend income reporting. We discuss the filings and support you need before confirming the scope of your engagement.

ServicesCan you work with our existing bookkeeper?

Yes. We can provide financial reporting and advice alongside your existing bookkeeper. Bookkeeping support and staff training can also be included where needed.

ServicesDo you offer project-based or seasonal support?

Yes. We provide seasonal and project accounting support, temporary cover during staff changes, and contract accounting for larger organisations, including cost-versus-budget and forecasting reviews on major projects.

FeesHow are your fees determined?

Fees are quoted for each engagement and sized to your business. They depend on the services you need, the volume of transactions and the condition of your records: clean monthly statements take less work than a year of receipts in a box. We agree fees before work begins and discuss any additional work with you first.

Getting startedWhat happens at the first consultation?

We discuss your business, current accounting arrangements and the services you need. We then confirm the proposed scope, fees and next steps, including any records or account access required.

Specialties